InsureLeads
Automation Rules
Automate your follow-up workflow
Total Rules
2
Active Rules
2
Inactive Rules
0
Re-engage interested leads
Create follow-up for interested leads after 7 days of no contact
WHEN
Lead Status: Interested
THEN
Create Task: Send policy information to interested lead
Active
Medium Priority
Follow up new leads after 3 days
Automatically create a follow-up task for new leads that haven't been contacted in 3 days
WHEN
Days Since Created: 3
THEN
Create Task: Initial contact with new lead
Active
High Priority